Quick Start Guide

Get up and running with Prism Wallet in 5 minutes

Follow this quick guide to set up Prism Wallet and start managing your finances effectively.

Step 1: Download and Install

iOS Requirements

• iOS 15.0 or later
• iPhone 6s or newer
• 100MB free storage space

Download

1. Open the App Store
2. Search for "Prism Wallet"
3. Tap "Get" to download
4. Open the app once installed

Step 2: Create Your Account

Sign Up Options

• Email: Use your email address
• Apple Sign In: Quick setup with Face ID/Touch ID
• Google Account: Coming soon

Account Setup

1. Choose your sign-up method
2. Verify your email (if using email signup)
3. Create a secure password
4. Enable biometric authentication (recommended)

Step 3: Personalize Your Experience

Choose Your Currency

Select from:

• 🇺🇸 USD (US Dollar)
• 🇪🇺 EUR (Euro)
• 🇬🇧 GBP (British Pound)
• 🇨🇦 CAD (Canadian Dollar)
• 🇦🇺 AUD (Australian Dollar)
• And more...

Select Categories

Pick the spending categories that matter to you:

• Essential categories are pre-selected
• Add custom categories later (Premium)
• Categories help with automatic transaction sorting

Step 4: Connect Your First Account

Quick Connection

1. Tap "Add Account" on the dashboard
2. Search for your bank
3. Enter your online banking credentials
4. Select accounts to track
5. Done! Transactions will start syncing

Security Note

• Read-only access only
• Credentials are never stored

Step 5: Explore Key Features

Dashboard Overview

Your financial command center shows:

• Net Worth: Total assets minus liabilities
• Recent Transactions: Last 5-10 transactions
• Budget Status: Quick view of spending
• Insights: AI-powered recommendations

Bottom Navigation

• Dashboard: Home screen with overview
• Transactions: All your transactions
• Budgets: Create and manage budgets
• Accounts: View all connected accounts
• More: Settings and additional features

Step 6: Create Your First Budget

1. Tap "Budgets" in bottom navigation
2. Tap the "+" button
3. Choose a category (e.g., Groceries)
4. Set monthly amount (we'll suggest based on history)
5. Save and start tracking!

Step 7: Review Transactions

Daily Review

Make it a habit to:

1. Check new transactions
2. Verify categories are correct
3. Add notes to important transactions
4. Mark any issues for follow-up

Quick Actions

• Swipe Right: Mark as reviewed
• Swipe Left: Flag for review
• Tap: View details and edit

Pro Tips for New Users

1. Start Simple

• Connect just one account initially
• Create 3-5 budgets for major expenses
• Review transactions weekly at first

2. Use Insights

• Check the bell icon daily
• Act on savings recommendations
• Track your progress

3. Set Up Notifications

• Enable budget alerts
• Turn on unusual transaction notifications
• Set up weekly summary emails

4. Explore Premium Features

Your 3-day trial includes:

• Unlimited accounts
• Advanced insights
• Custom categories
• Priority support

Need Help?

Quick Resources

• In-App Help: Tap your profile → Help
• Video Tutorials: Coming soon
• Email Support: support@prismwallet.app

Common Questions

• Transactions not showing? Wait 1-2 hours for initial sync
• Wrong category? Tap transaction to change
• Budget questions? Check our budget guide

What's Next?

Now that you're set up:

1. Week 1: Focus on transaction review
2. Week 2: Refine your budgets
3. Week 3: Explore insights and savings
4. Month 1: Review your financial progress

Welcome to better financial management with Prism Wallet! 🎉